# PERFORMANCE TRUST SHORT TERM BOND ETF ETF

PERFORMANCE TRUST SHORT TERM BOND ETF ETF is a security (CUSIP 89834G570) tracked across SEC portfolio filings. 24 institutional managers reported $27.5M on Form 13F as of 2026-06-30.

## Summary

- Issuer: PERFORMANCE TRUST SHORT TERM BOND ETF
- Class: ETF
- CUSIP: 89834G570
- 13F holders: 24
- 13F value: $27.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 24 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [ROTHSCHILD INVESTMENT LLC](https://search.stillhousedata.com/firm/728) | CHICAGO, IL | $8.5M | 335,607 |
| [DKM Wealth Management, Inc.](https://search.stillhousedata.com/firm/316778) | STOCKTON, CA | $5.2M | 206,695 |
| BLUE JEAN FINANCIAL LLC | ALBANY, NY | $2.9M | 113,106 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/154708) | LOUISVILLE, KY | $2.1M | 83,023 |
| [AXXCESS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/164081) | CARLSBAD, CA | $1.1M | 43,140 |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $1.0M | 40,888 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $897K | 35,428 |
| [BELLEVUE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/129094) | BELLEVUE, WA | $888K | 34,977 |
| [Chicago Wealth Management, Inc.](https://search.stillhousedata.com/firm/112271) | CHICAGO, IL | $738K | 29,129 |
| [Convergence Financial, LLC](https://search.stillhousedata.com/firm/304146) | COLUMBIA, MO | $703K | 27,703 |
| [Acorn Wealth Advisors, LLC](https://search.stillhousedata.com/firm/170462) | Grand Blanc, MI | $534K | 21,052 |
| D.A. DAVIDSON & CO. | GREAT FALLS, MT | $419K | 16,500 |
| Royal Bank of Canada | TORONTO, A6 | $415K | 16,390 |
| Summit Financial, LLC | PARSIPPANY, NJ | $391K | 15,436 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $284K | 11,172 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/89834G570.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.